At a Glance
- Tasks: Build and manage client relationships while providing tailored investment advice.
- Company: Evelyn Partners, a leading firm in investment management.
- Benefits: Hybrid working model, competitive salary, and diverse workforce support.
- Other info: Join a dynamic team focused on high-net-worth individuals.
- Why this job: Make a real difference in clients' financial futures with personalised strategies.
- Qualifications: Level 6 qualification and proven investment management experience required.
The predicted salary is between 80000 - 100000 £ per year.
evelyn Partners in Birmingham is looking for an Investment Manager to build and manage trusted relationships with clients while providing personalized investment advice and portfolio management.
The ideal candidate should have a Level 6 qualification, proven experience in investment management, and excellent communication skills.
The role includes responsibilities like constructing client portfolios, leading client meetings, and developing business strategies to cater to high-net-worth individuals.
A hybrid working model and various benefits are offered to support a diverse workforce.
#J-18808-Ljbffr
We think you need these skills to ace Investment Management Director - Private Client Portfolios in Birmingham
Investment Management
Client Relationship Management
Personalised Investment Advice
Portfolio Construction
Business Strategy Development
Communication Skills
Experience with High-Net-Worth Individuals
